Commercial Lines New Business Marketing (Remote) - Patriot Growth Insurance Services

About Shapiro, A Division of Patriot Growth Insurance Services: Shapiro Insurance Group (SIG) is a professional insurance brokerage firm with offices located throughout the state of Florida. We specialize in Property and Casualty lines of insurance for both Commercial and Personal Clients. Shapiro Insurance Group is backed by Patriot Growth Insurance Services, a top 50 privately held insurance agency with 80 offices and more than 968 professionals located throughout the country.

Position Overview: The Commercial Lines Marketing Manager is responsible for overseeing the quoting, binding, and quality control processes for new business accounts within the Commercial Lines department. Your key objective is to coordinate efforts within the Commercial Lines team to ensure compliance, adherence to established procedures, and secure access to Commercial markets for both the Patriot carrier team and the agency as a whole.

Work Arrangement: This a full-time, remote position that supports our office located in Jacksonville, FL. Computer equipment will be provided by the company upon hire.

Professional Responsibilities:

• Develop and maintain positive relationships with Insurance Underwriters through high-quality submissions, fair negotiations, and meaningful meetings
• Conduct market research to identify opportunities for risk placement
• Facilitate and collaborate with the Commercial Lines Marketing Team
• Keep the Commercial Lines Marketing Team’s quote/bind tracking log updated with accurate information
• Mentor and/or formally direct Commercial Marketing Assistants in submission creation, proposal development, application packets, and coverage binding.
• Review and pre-underwrite Producer and Sales Agent requests for commercial quotes.
• Advise Producers and Sales Agents on pre-underwriting information and documentation required for obtaining quotes.
• Mentor, collaborate, and consult with Producers and Sales Agents on risk analysis, coverage needs, and potential markets.
• Negotiate quote premium rates with insurance brokers/carriers.
• Analyze quotes received from insurance brokers/carriers.
• Provide Producers and Sales Agents with insurance quotes, application packets, payment plans, premium financing terms, and required documentation.
• Provide agency proposals upon request.
• Complete quality control procedures for binding and processing new business policies.
• Bind coverage with insurance carriers/brokers.
• Create application packets including agency forms, insurance carriers’ forms, Acord & Supplemental applications, Premium Finance Contracts, and Agency Invoice.
• Send application packets out for e-signature to clients.
• Collect required payments and process accordingly with EPay and/or Finance Company.
• Confirm coverage and follow up for Binder, Invoice, and issued policy from insurance carriers.
• Follow up with Producers for any remaining objectives and/or required documents for underwriting.
• Add policies to the agency management system, post invoices, and assign accounts to CL Account Managers.
• Email confirmation of coverage to customers with their Designated Account Manager’s contact information.
• Research and maintain industry knowledge of developing insurance industry trends.
• Mentor, collaborate, and consult with Commercial Lines Account Managers on potential market placements for client insurance needs.
• Meet with insurance carrier marketing representatives, underwriters, and wholesalers to review product offerings, pricing changes, discuss individual business accounts, and review company production reports.
• Attend events, gatherings, and meetings facilitated by insurance carriers.
• Occasionally accompany Producers to out-of-office client meetings.

Qualifications and Requirements:

• 3-5 years of Commercial Lines Property and Casualty Insurance Experience strongly preferred
• 220 Florida Insurance license required
• High school diploma or equivalent required
• AMS360 Experience preferred
• Proficient in Microsoft Office Products required
• Extremely Detail Oriented
• Positive Attitude with Self-starter mentality
• Strong organizational skills, including daily prioritizing and logical thinking
• Able to manage multiple projects simultaneously and successfully while expediting issues
• Ability to work in deadline-oriented environment
• Able to work with others in teams

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Pay Range: $31.25 - $36.06 per hour depending on experience.

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.